Grateful Dead: Using Effective Stewardship to Show Gratitude to Planned Giving Donors-Recording: Grateful Dead

Video Transcription

Video Summary

The webinar focused on stewardship in planned giving, using the Grateful Dead as a theme to make the topic memorable and engaging. Presenters Tamisha Keith and Liana Garcia explained that stewardship is the ongoing care of donors after a gift is made: thanking them, building trust, showing impact, and maintaining strong relationships that can lead to future giving.<br /><br />They shared several case studies. In one, a donor’s trust was damaged when staff turnover caused poor follow-up, but the relationship was repaired through personalized attention and a new, meaningful gift destination. Another example showed how collaboration with a community foundation helped honor a donor’s legacy and support his intended purpose.<br /><br />The presenters emphasized practical tools such as engagement mapping, CRM documentation, personalized communications, impact reporting, and recognition strategies. They also discussed how to involve the next generation, work with professional advisors, and build effective legacy societies with clear membership criteria, welcome packets, events, and ongoing updates.<br /><br />The session concluded with an interactive Q&A on donor touch frequency, CRM use, engaging heirs, anonymous donors, and newsletter cadence. Overall, the webinar highlighted stewardship as a relationship-driven strategy that sustains donor trust and legacy across generations.

Keywords

planned giving

donor stewardship

legacy giving

donor relationships

impact reporting

CRM documentation

legacy societies

engagement mapping

donor trust